TransUnion Logo

TransUnion

Client Value Executive - Financial Services, Contact Center Solutions

Posted An Hour Ago
Be an Early Applicant
Remote or Hybrid
Hiring Remotely in Chicago, IL
76K-126K Annually
Senior level
Remote or Hybrid
Hiring Remotely in Chicago, IL
76K-126K Annually
Senior level
Manages and grows a portfolio of financial services clients using TransUnion contact center solutions. Responsibilities include retaining revenue, identifying upsell and cross-sell opportunities, leading business reviews, coordinating internal teams to resolve issues, forecasting renewals, maintaining account plans, and communicating complex technical concepts. The role requires consultative sales and account management experience, strong client relationship skills, and proficiency with Salesforce and Microsoft tools.
The summary above was generated by AI

TransUnion's Job Applicant Privacy Notice

Personal Information We Collect

Your Privacy Choices

Team Overview

The Client Value Executive - Financial Services, Contact Center Solutions role will act as the primary day-to-day client manager for an important set of Financial Services customers that leverage TransUnion’s Contact Center solutions.  The individual will primarily be accountable for protecting and retaining a large base of existing client revenue through ongoing collaboration with their clients and various internal departments to ensure overall client satisfaction and return on investment in Contact Center solutions.  Additionally, the Client Value Executive (CVE) is expected to work closely with cross-functional internal teams to develop trusted, consultative, and mutually beneficial client relationships that lead to incremental upsell and cross-sell opportunities within their existing client base. This role will report directly to the Sales Director. This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.

Role Overview and Core Responsibilities

  • Manage and grow a strategic portfolio of Financial Services clients, building strong relationships and supporting day-to-day client needs.
  • Protect and retain existing revenue by understanding each client’s business priorities, challenges, and opportunities to deliver ongoing value.
  • Identify growth opportunities within existing accounts, partnering with Sales and internal account teams to expand relationships and drive incremental revenue.
  • Lead client engagement activities, including Quarterly Business Reviews, ongoing education, and thought leadership around Contact Center solutions.
  • Coordinate cross-functional internal teams to resolve client issues related to service, billing, technology, product, and delivery.
  • Maintain strong account management practices through Salesforce documentation, renewal forecasting, account planning, and staying current on Financial Services trends, emerging technologies, and competitors.

Required Knowledge and Experiences


  • 5+ years of experience selling or supporting consultative solutions in a technical, complex, and fast-paced environment.
  • Experience managing the full sales cycle, from identifying client needs and developing value-driven solutions through closing and implementation.
  • Proven track record of retaining and growing a client portfolio, with strong consultative account management and sales skills.
  • Strong client relationship, negotiation, presentation, and project management skills, with the ability to communicate complex technical concepts effectively.
  • Highly collaborative, curious, and results-driven, with the ability to bring internal teams together, solve client challenges, and drive innovative solutions; Contact Center and data experience are strong pluses.
  • Proficient in the Microsoft suite, Salesforce, and financial, usage and reporting tools.

Benefits that support every part of your life:

At TransUnion, we design benefits to help you feel well, do well, and plan well—from day one.

For Your Health: Enjoy day-one eligibility for medical, dental, and vision coverage, plus supplemental plan options. Spousal, domestic partner, and other eligible dependent coverage is available on select plans. Choose tax‑advantaged HSA and FSA accounts to make everyday care more affordable.

For Your Protection: We’ve got your back with company‑paid basic life and AD&D, optional voluntary life and AD&D for you and your family, and short‑ and long‑term disability. You can also opt into a legal plan, pet insurance, and travel accident coverage.

For Your Family: From adoption assistance and fertility planning coverage to caregiver support, we’re here for every chapter. Access Dependent Care FSA for possibility of an employer match, a complimentary Care@Work membership, and up to 12 weeks of paid parental leave with eligibility for a thoughtful, gradual return.

For Your Future: Build toward what’s next with our 401(k) with employer match and Employee Stock Purchase Plan (ESPP). Tap financial wellness resources, career coaching, and optional long‑term care insurance to plan confidently.

For You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back.

For Your Wellness: Access 24/7 support including professional therapy, coaching, and emotional well‑being programs alongside guided meditation and resources that support physical, mental, social, and financial wellness.

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans’ Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion’s Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting [email protected].

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.

TransUnion complies with all applicable immigration laws and regulations. The Company does not presently provide employer support or sponsorship for an immigration-related employment benefit for this position. Applicants must be authorized to work in the United States on a full-time basis without the need for employer support or sponsorship now or in the future.

Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company’s reputation are also essential expectations of this position.

Pay Scale Information:

The U.S. base salary range for this position is $75,750.00 - $126,250 annually. This position is eligible for both base pay and commission earnings. TransUnion commission targets are generally 20% – 50% of base salary and may vary based on position. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual’s education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. The application window for this job posting is estimated to close on 11/09/2026. Job postings may come down early or be extended due to business need or volume of applicants.

TransUnion Overview:

At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers. We strive to build an environment where our associates are in the driver’s seat of their professional development— while having access to help along the way. We recognize that success comes when our associates thrive both professionally and personally; that’s why we prioritize work/life flexibility and offer resources for our teams across the globe to collaborate and drive excellence.


Be a part of our Workforce for Good – you’ll work with great people, pioneering products and cutting-edge technology.

TransUnion's Internal Job Title:

Client Value Exec Strategic, Account Mgmt - Direct Sales

Company:

TransUnion LLC

Similar Jobs at TransUnion

Yesterday
Remote or Hybrid
113K-188K Annually
Senior level
113K-188K Annually
Senior level
Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Conduct red team, purple team, penetration testing, and threat emulation exercises across systems, networks, applications, and cloud environments. Identify vulnerabilities through reconnaissance, lateral movement, privilege escalation, phishing, social engineering, and adversary simulations. Develop custom scripts and tools, document findings, and communicate risks and recommendations to technical and non-technical stakeholders.
Top Skills: Application SecurityBashCloud EnvironmentsComputer NetworksGitNetwork SecurityPython
6 Days Ago
Remote or Hybrid
94K-185K Annually
Senior level
94K-185K Annually
Senior level
Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Drive new business and revenue growth among community financial institutions across the Southeast. Responsibilities include prospecting, managing the full sales cycle, developing executive relationships, presenting tailored solutions, negotiating contracts, closing deals, and identifying cross-sell and upsell opportunities. The role requires strong knowledge of credit unions and regional banks, quota achievement, consultative selling, and collaboration with internal teams. It is remote with occasional travel to customer locations and industry events.
Top Skills: MS Office
13 Days Ago
Remote or Hybrid
92K-154K Annually
Senior level
92K-154K Annually
Senior level
Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Own and grow strategic Property & Casualty insurance carrier accounts, driving revenue, retention, and expansion. Build executive relationships, develop account strategies, identify and close cross-sell and upsell opportunities, and manage complex sales cycles through negotiation and close. Partner with Product, Analytics, Marketing, Operations, Legal, and leadership teams to deliver consultative insurance technology solutions that improve underwriting, risk management, pricing, fraud mitigation, and profitability.
Top Skills: Data AnalyticsFraud AnalyticsInsurance TechnologyPredictive Modeling

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account